Director, Wealth Management

Ieqcapital; Los Angeles (CA); On-site; USD 170,000 - 225,000; Full time

Job summary

Ieqcapital is seeking a Director to enhance client relationships and manage various aspects of financial advisory services. This role requires 6-9+ years of experience in wealth management, exceptional communication skills, and a bachelor's degree.

The ideal candidate will support portfolio analysis and strategic advice while ensuring outstanding client service. This competitive position offers a salary range of $170,000 - $225,000 based on skills and experience.

Qualifications

• 6-9+ years of wealth management experience.
• Exceptional organizational skills, attention to detail.
• Exceptional written and verbal communication skills.
• Ability to think critically and prioritize multiple projects.
• Familiarity with operational aspects of business.
• Exceptional relationship building skills.

Responsibilities

• Support to Managing Directors and Partners by providing service and support.
• Portfolio analysis, trade execution, account maintenance.
• Review alternative investments and communicate strategies to clients.
• Construct performance and asset allocation reports.
• Provide exceptional service and devise customized financial strategies.
• Interact with clients and manage follow up communication.

Skills

Wealth management experience

Organizational skills

Communication skills

Critical thinking

Relationship building

Education

Bachelor's degree

Tools

Salesforce

Fidelity Investments

Job description

Who are we?

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.

The Role

We are looking for a motivated professional to join our team as a Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:

• Support to Managing Directors and Partners by providing service and support functions such as:
• Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation
• Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients
• Construct performance and asset allocation reports along with the recommended portfolio changes
• Provide exceptional service and devise customized financial strategies for existing/prospective clients
• Provide investment advice to clients in meetings with Managing Directors and Partners (in some cases one-on-one with the client)
• Interact with clients, supporting all aspects of their servicing needs;
• Researching client inquiries, managing follow up communication and conducting quarterly performance reviews

Qualifications

• 6-9+ years of wealth management experience
• Exceptional organizational skills, attention to detail
• Exceptional written and verbal communication skills
• Ability to think critically, anticipate issues and prioritize multiple projects
• Familiarity with operational aspects of business (new account openings, disbursements, etc.)
• Exceptional relationship building skills both inside and outside of the organization
• Ability to work in a fast paced, high-volume, high-pressure environment
• Experience with Salesforce is a plus
• CFA, CFP, CAIA designation is a plus
• Experience with Fidelity Investments is a plus
• No task is too small mentality
• Bachelor's degree is required

Compensation

The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience.